Alicia M. Umbel
As Executive Assistant to the President of Advisory Services, Alicia is responsible for scheduling internal and external meetings, prioritizing tasks, and providing administrative support for all wealth management service teams. She also serves as Client Relationship Specialist where she works closely with clients, processing requests such as deposits, distributions, new account applications and account transfers.
Alicia joined JFS Wealth Advisors in January 2016, bringing 11 years of financial industry experience. During her career, Alicia has gained knowledge and experience in various areas, including cash flow management, bookkeeping and portfolio administration.
Alicia resides in Austintown, OH with her teenage daughter. When she is not working, she enjoys spending time with her friends, hikes in the park, visiting wineries, playing her piano and experiencing new adventures.